MX Merchant Ideas

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1 Vote

Customer Custom Fields - Adding a Link

Please consider adding the custom field option of adding a LINK to the customer. This would enable outside data to be linked directly to the customer as needed.

Created 9 Feb 04:28pm by Guest

MX Merchant / Customers

0 Planned
1 Vote

Ask if you want to duplicate a Merchant

I have had more members of my team add a Merchant who is already in MX Merchant. Is there away to let the user know that the merchant is in the system already so they do not duplicate the Merchant. This has happened far too frequently and shouldn'...

Created 6 Nov 05:27pm by Alecia Keegan

MX Merchant / Customers

0
1 Vote

More credit cards allowed in account vault

I have customers with cards for each contractor within there company. The account vault will only hold 10 cards. Would be convenient if it can hold more to get around this problem.

Created 31 Oct 03:24pm by Guest

MX Merchant / Customers

0
1 Vote

Add the Ability to Personalize Customer Notes

Our company wants to use the Customer Note section to keep a history of the customer with us. It would be helpful to have a category marker to customize the type of note made and upload pictures/images for paperwork inclusion.

Created 23 Aug 07:56pm by Guest

MX Merchant / Customers

1 Already exists
1 Vote

Allow us to add attachment to customer

upload an attachment to my created customer file. Even if the account has no balance due. This way I can upload my own actual contract.

Created 17 Apr 09:38pm by Guest

MX Merchant / Customers

1 Planned
1 Vote

Allow multi-user access to stored records

It'd be nice if customer database entries created by one user could be accessed by another. Maybe a specific role permission that allowed this?

Created 5 Apr 11:14pm by Nick Bencivenga

MX Merchant / Customers

2
1 Vote

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

Previously, if you added a primary billing address to a contact, that would be the primary billing address associated with their on file card. When you selected that card for a transaction, the AVS info would populate. Now it does not. In order f...

Created 20 Mar 04:57pm by Guest

MX Merchant / Customers

1 Already exists
1 Vote

Add Countries to contact fiield

When I add an address, the field for COUNTRY only allows for U.S. and Canada. to be selected. Please add a field for all countries around the globe.

Created 10 Jan 11:17pm by Guest

MX Merchant / Customers

1
1 Vote

Add Invoicing

You NEED to add Invoicing to your merchant services. We are a tree service and people want invoices. I don't want to buy an app to get the invoices. YOU as a merchant services company should provide invoicing from your charge level. I have to go i...

Created 5 Nov 11:12am by Guest

MX Merchant / Customers

1 Already exists
1 Vote

Customers

We need the ability to change a password or delete an account.

Created 31 Aug 02:16pm by Guest

MX Merchant / Customers

2 Already exists

MX Merchant Ideas

Your vote matters! Tell us what you think will make MX Merchant even better!

Also stay in the loop with what's going on through these awesome links:

Subscribe to Performance Status Alerts

Download the Retail App (iPad)

Download the Express App (iPhone or iPad)

Your vote matters! Tell us what you think will make MX Merchant even better!

Filter by status

Filter by category

Customer Custom Fields - Adding a Link

Ask if you want to duplicate a Merchant

More credit cards allowed in account vault

Add the Ability to Personalize Customer Notes

Allow us to add attachment to customer

Allow multi-user access to stored records

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

Add Countries to contact fiield

Add Invoicing

Customers

Filter by status

Filter by category

Identify yourself with your email address

Customer Custom Fields - Adding a Link

Ask if you want to duplicate a Merchant

More credit cards allowed in account vault

Add the Ability to Personalize Customer Notes

Allow us to add attachment to customer

Allow multi-user access to stored records

Make the customer primary billing address the "addresses" tab the primary billing address in the "vault" tab

Add Countries to contact fiield

Add Invoicing

Customers